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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NS
2151
NBC Securities
Alabama
$531K -$5.35K -14 -1%
CF
2152
Convergence Financial
Missouri
$531K +$511K +1,339 New
CPA
2153
Cathy Pareto & Associates
Florida
$530K – – –
WP
2154
Westmount Partners
California
$529K -$15.3K -40 -3%
WTA
2155
Washington Trust Advisors
Massachusetts
$528K – – –
SCM
2156
Sunbeam Capital Management
Georgia
$527K -$15.7K -41 -3%
PRI
2157
Prepared Retirement Institute
Pennsylvania
$526K +$8.02K +21 +2%
PS
2158
Portfolio Strategies
New York
$525K -$4.58K -12 -0.9%
CWA
2159
CM Wealth Advisors
Ohio
$525K -$116K -305 -19%
EIG
2160
Ellenbecker Investment Group
Wisconsin
$524K +$11.5K +30 +2%
RFP
2161
Root Financial Partners
California
$522K +$25.2K +66 +5%
NAM
2162
NorthCrest Asset Manangement
Minnesota
$521K +$487K +1,274 New
LWA
2163
LifeGoal Wealth Advisors
New York
$521K +$286K +750 +133%
LAM
2164
Lewis Asset Management
California
$520K +$21K +55 +4%
WA
2165
WBH Advisory
Maryland
$520K +$77.1K +202 +18%
EFG
2166
Everest Financial Group
Minnesota
$518K +$500K +1,308 New
BCM
2167
BluePath Capital Management
Georgia
$518K +$499K +1,306 New
RIA
2168
Realta Investment Advisors
Delaware
$516K +$179K +468 +56%
HCM
2169
Harvey Capital Management
Florida
$515K – – –
WF
2170
WinCap Financial
Massachusetts
$515K +$8.02K +21 +2%
CPA
2171
Capital Performance Advisors
California
$515K +$40.5K +106 +9%
GAB
2172
German American Bancorp
Indiana
$514K -$153K -400 -24%
GWS
2173
Glassman Wealth Services
Virginia
$514K – – –
SSWM
2174
Strait & Sound Wealth Management
California
$514K – – –
BI
2175
Ballast Inc
Kentucky
$513K – – –